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Credentials
Series 63, Series 66
Experience Industry experience
8 years
Location
New Albany, MS 38652
LPL Financial
Institution
Matthew Purvis is a financial advisor with LPL Financial in New Albany, MS, holding Series 63 and Series 66 designations and eight years of industry experience. He has previously worked at Edward Jones, Sorrento Pacific Financial LLC, and BNA Bank. Outside of his advisory role, he is involved with a non-variable insurance business and manages Purvis Holdings, LLC, a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
New Albany, MS 106 E Bankhead St
106 E Bankhead St
New Albany MS 38652
Advisors at this office
1
Mississippi · Texas
8 years of industry experience
LPL Financial
2024 - Present • 2 years
New Albany, MS
Edward Jones
2022 - 2024 • 2 years
St Louis, MO
Sorrento Pacific Financial LLC
2018 - 2022 • 4 years
New Albany, MS
BNA Bank
2014 - 2022 • 8 years
New Albany, MS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
New Albany, MS
LPL Financial
Michael Alef is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Sorrento Pacific Financial, LLC and Bank of New Albany for over two decades. Alef also operates BNA Investments & Financial Management, a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various operational and research tools.
Series 63, Series 66
New Albany, MS
Edward Jones
William Easterling is a financial advisor with Edward Jones in New Albany, MS. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, having worked at Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Series 63, Series 65
New Albany, MS
LPL Financial
Samuel Hardin is a financial advisor with LPL Financial in New Albany, MS, holding Series 63 and Series 65 credentials and three years of industry experience. Before joining LPL Financial in 2025, he worked at BNA Bank and CUSO Financial Services, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and proprietary research and technology tools.
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